Financial Services Administrator

An excellent opportunity has arisen for a Financial Services Administrator to join a successful and growing St. James’s Place (SJP) practice based in Edinburgh. Due to continued growth, the practice is looking for an experienced and organised Administrator to provide high-quality support to the wider team and help deliver an excellent service to clients.

The Role:

You will provide day-to-day administrative support across a range of pensions, investments and protection business. Responsibilities will include:
Processing new business and ensuring cases progress smoothly from submission through to completion Preparing documentation for client meetings and annual reviews Updating and maintaining accurate client records Liaising with clients, providers and St. James’s Place Producing valuations and obtaining policy information Managing correspondence and general client queries Supporting Advisers with day-to-day administration Ensuring all work is completed accurately and in line with internal processes and regulatory requirements To be considered, you should have:
Previous experience within financial services or wealth management administration Ideally, experience working within an SJP Practice Strong organisational skills and excellent attention to detail A professional and confident communication style The ability to manage your own workload and prioritise effectively A genuine interest in developing your career within wealth management What’s on offer? Competitive salary, dependent on experience Supportive and friendly working environment Opportunity to join an established and growing SJP practice Ongoing training and professional development Support towards relevant industry qualifications Genuine opportunities to progress your career within wealth management This would be an excellent opportunity for an experienced Administrator who enjoys being part of a close-knit team and is looking for a role where they can continue to develop.

To find out more about this opportunity please contact Paula Thornbury Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.